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Heritage Wealth Partners’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Heritage Wealth Partners’s Portfolio BUFQ Stock Details BUFQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$216K Sell
7,245
-90
-1% -$2.82K 0.33% 60
2024
Q4 		$231K Sell
7,335
-370
-5% -$11.5K 0.29% 62
2024
Q3 		$234K Buy
7,705
+480
+7% +$14.2K 0.28% 60
2024
Q2 		$214K Buy
+7,225
New +$207K 0.31% 56

Other funds holding BUFQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $2.07M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Heritage Wealth Partners's BUFQ Position: Q1 2025 in Review

Heritage Wealth Partners reduced its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 1.2% in Q1 2025, selling an estimated $2.82K and leaving 7,245 shares worth $216K. The position accounts for 0.33% of the portfolio, ranked #60.

Heritage Wealth Partners first reported a position in BUFQ in Q2 2024 and has held it in 4 quarters since. The position peaked at $234K in Q3 2024. 136 funds tracked by Wall St. Rank hold BUFQ as of Q1 2025.

  • Heritage Wealth Partners held 7,245 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $216K as of Q1 2025.
  • Heritage Wealth Partners sold 90 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q1 2025, an estimated $2.82K.
  • FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.33% of Heritage Wealth Partners's portfolio in Q1 2025, its #60 holding.
  • Heritage Wealth Partners first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q2 2024 and has held it in 4 quarters since.
  • Heritage Wealth Partners's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $234K in Q3 2024.
  • 136 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.